Qp Consulting

SEC-regulated
Registered investment advisor
QP Consulting, LLC is a registered investment adviser based in Takoma Park, Maryland, established in 2002 and reorganized as a limited liability company in 2014. The firm offers personalized investment advisory services, specializing in Pension Consulting Services and Portfolio Management Services. For pension consulting, QP Consulting assists with retirement plan specifications, marketplace searches, vendor recommendations, plan management, investment policy statements, implementation, plan reviews, ongoing consulting, communication & education, and asset allocation modeling. Portfolio management services include discretionary and non-discretionary options, with a focus on tailored investment strategies based on client objectives. The firm primarily advises on mutual funds, exchange traded funds, collective investment trusts, and sub-accounts of group annuities. QP Consulting acts as a fiduciary, committed to acting in clients' best interests. The firm manages $76,328,502 in client assets on a discretionary basis and $421,583,552 on a non-discretionary basis. Fees for pension consulting services range from $5,000 to $150,000, while portfolio management fees are based on a percentage of assets under management, with a minimum annual fee of $1,500. QP Consulting does not accept performance-based fees, provides investment discretion, and does not vote client securities. The firm emphasizes client privacy and trade error resolution. For more information, visit http://qp-consulting.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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